Aberdeen SIPP
Giving you more of what matters.
Why consider Aberdeen SIPP?
More value built in
Designed to help make more of every pound your clients invest.
- Automated Drawdown Price Lock
- Family linking
- No fee Junior SIPP
More choice for clients
Packed with more choice to meet a wide range of client needs.
- Tailor income
- Investment range
- Flexible contribution options
More time back in your day
Takes friction out, so you can put more time in with clients.
- Fully on-platform journeys
- Straight-through processing
- Expert support
Drawdown
Clients approaching or in retirement have a wide range of options for taking income from their SIPP, allowing the drawdown solution to be tailored to individual client needs.
- Flexi-access drawdownTake all or some of the tax-free cash entitlement and use the remaining funds to provide a flexible income.
- Capped drawdownExisting capped drawdown clients can remain in capped drawdown, maintaining their annual allowance and taking income payments in line with GAD.
- Tailored drawdownRegular income made up of any combination of tax-free and taxable income, within legislative limits. Aberdeen SIPP lets you set up an automated instruction so we can help save you time managing your clients’ retirement income.
- UFPLSA direct withdrawal of lump sum funds from a client’s pension pot, with 75% of each lump sum being taxed as income, available if the client has not already accessed their pension pot in any other way.
Next steps
Not with Wrap yet
Contact our business development team to discuss your needs and how we can help. You can request a demo of our platform as part of an initial conversation.
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